Civic Intelligence

Newberry & Associates Ltd

Plan context: Newberry & Associates Ltd 401K Plan

EIN 85-0357555 • Gallup, NM • 25 filings • 6 plans

407 South Cliff DriveGallup, NM 87301
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,741,758

2024 Contributions

$56,072

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,741,758$870,879$0200420162024YearValue
$1,741,758Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950200020132024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$1,741,758$56,072$9,345iApproximate average salary by contribution assumption: employee only about $233,633 at 4% or $155,756 at 6%; with 50% employer match about $155,756 at 4% or $103,837 at 6%; with 100% employer match about $116,817 at 4% or $77,878 at 6%.
Newberry & Associates Ltd 401K Plan-6$1,741,758$56,072$9,345iApproximate average salary by contribution assumption: employee only about $233,633 at 4% or $155,756 at 6%; with 50% employer match about $155,756 at 4% or $103,837 at 6%; with 100% employer match about $116,817 at 4% or $77,878 at 6%.
202316$1,560,856$77,247$12,875iApproximate average salary by contribution assumption: employee only about $321,863 at 4% or $214,575 at 6%; with 50% employer match about $214,575 at 4% or $143,050 at 6%; with 100% employer match about $160,931 at 4% or $107,288 at 6%.
Newberry & Associates Ltd 401K Plan-6$1,560,856$77,247$12,875iApproximate average salary by contribution assumption: employee only about $321,863 at 4% or $214,575 at 6%; with 50% employer match about $214,575 at 4% or $143,050 at 6%; with 100% employer match about $160,931 at 4% or $107,288 at 6%.
202216$1,328,463$50,452$8,409iApproximate average salary by contribution assumption: employee only about $210,217 at 4% or $140,144 at 6%; with 50% employer match about $140,144 at 4% or $93,430 at 6%; with 100% employer match about $105,108 at 4% or $70,072 at 6%.
Newberry & Associates Ltd 401K Plan-6$1,328,463$50,452$8,409iApproximate average salary by contribution assumption: employee only about $210,217 at 4% or $140,144 at 6%; with 50% employer match about $140,144 at 4% or $93,430 at 6%; with 100% employer match about $105,108 at 4% or $70,072 at 6%.
202116$1,720,349$55,171$9,195iApproximate average salary by contribution assumption: employee only about $229,879 at 4% or $153,253 at 6%; with 50% employer match about $153,253 at 4% or $102,169 at 6%; with 100% employer match about $114,940 at 4% or $76,626 at 6%.
Newberry & Associates Ltd 401K Plan-6$1,720,349$55,171$9,195iApproximate average salary by contribution assumption: employee only about $229,879 at 4% or $153,253 at 6%; with 50% employer match about $153,253 at 4% or $102,169 at 6%; with 100% employer match about $114,940 at 4% or $76,626 at 6%.
202015$1,482,809$68,327$13,665iApproximate average salary by contribution assumption: employee only about $341,635 at 4% or $227,757 at 6%; with 50% employer match about $227,757 at 4% or $151,838 at 6%; with 100% employer match about $170,818 at 4% or $113,878 at 6%.
Newberry & Associates Ltd 401K Plan-5$1,482,809$68,327$13,665iApproximate average salary by contribution assumption: employee only about $341,635 at 4% or $227,757 at 6%; with 50% employer match about $227,757 at 4% or $151,838 at 6%; with 100% employer match about $170,818 at 4% or $113,878 at 6%.
201915$1,538,226$70,886$14,177iApproximate average salary by contribution assumption: employee only about $354,430 at 4% or $236,287 at 6%; with 50% employer match about $236,287 at 4% or $157,524 at 6%; with 100% employer match about $177,215 at 4% or $118,143 at 6%.
Newberry & Associates Ltd 401K Plan-5$1,538,226$70,886$14,177iApproximate average salary by contribution assumption: employee only about $354,430 at 4% or $236,287 at 6%; with 50% employer match about $236,287 at 4% or $157,524 at 6%; with 100% employer match about $177,215 at 4% or $118,143 at 6%.
201815$1,194,132$66,537$13,307iApproximate average salary by contribution assumption: employee only about $332,685 at 4% or $221,790 at 6%; with 50% employer match about $221,790 at 4% or $147,860 at 6%; with 100% employer match about $166,343 at 4% or $110,895 at 6%.
Newberry & Associates Ltd 401K Plan-5$1,194,132$66,537$13,307iApproximate average salary by contribution assumption: employee only about $332,685 at 4% or $221,790 at 6%; with 50% employer match about $221,790 at 4% or $147,860 at 6%; with 100% employer match about $166,343 at 4% or $110,895 at 6%.
201716$1,208,092$65,792$10,965iApproximate average salary by contribution assumption: employee only about $274,133 at 4% or $182,756 at 6%; with 50% employer match about $182,756 at 4% or $121,837 at 6%; with 100% employer match about $137,067 at 4% or $91,378 at 6%.
Newberry & Associates Ltd 401K Plan-6$1,208,092$65,792$10,965iApproximate average salary by contribution assumption: employee only about $274,133 at 4% or $182,756 at 6%; with 50% employer match about $182,756 at 4% or $121,837 at 6%; with 100% employer match about $137,067 at 4% or $91,378 at 6%.
201615$980,483$54,417$10,883iApproximate average salary by contribution assumption: employee only about $272,085 at 4% or $181,390 at 6%; with 50% employer match about $181,390 at 4% or $120,927 at 6%; with 100% employer match about $136,043 at 4% or $90,695 at 6%.
Newberry & Associates Ltd 401K Plan-5$980,483$54,417$10,883iApproximate average salary by contribution assumption: employee only about $272,085 at 4% or $181,390 at 6%; with 50% employer match about $181,390 at 4% or $120,927 at 6%; with 100% employer match about $136,043 at 4% or $90,695 at 6%.
201518$868,615$48,886$6,111iApproximate average salary by contribution assumption: employee only about $152,769 at 4% or $101,846 at 6%; with 50% employer match about $101,846 at 4% or $67,897 at 6%; with 100% employer match about $76,384 at 4% or $50,923 at 6%.
Newberry & Associates Ltd 401K Plan-8$868,615$48,886$6,111iApproximate average salary by contribution assumption: employee only about $152,769 at 4% or $101,846 at 6%; with 50% employer match about $101,846 at 4% or $67,897 at 6%; with 100% employer match about $76,384 at 4% or $50,923 at 6%.
201418$809,298$44,029$5,504iApproximate average salary by contribution assumption: employee only about $137,591 at 4% or $91,727 at 6%; with 50% employer match about $91,727 at 4% or $61,151 at 6%; with 100% employer match about $68,795 at 4% or $45,864 at 6%.
Newberry & Associates Ltd 401K Plan-8$809,298$44,029$5,504iApproximate average salary by contribution assumption: employee only about $137,591 at 4% or $91,727 at 6%; with 50% employer match about $91,727 at 4% or $61,151 at 6%; with 100% employer match about $68,795 at 4% or $45,864 at 6%.
201318$731,149$59,329$7,416iApproximate average salary by contribution assumption: employee only about $185,403 at 4% or $123,602 at 6%; with 50% employer match about $123,602 at 4% or $82,401 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%.
Newberry & Associates Ltd 401K Plan-8$731,149$59,329$7,416iApproximate average salary by contribution assumption: employee only about $185,403 at 4% or $123,602 at 6%; with 50% employer match about $123,602 at 4% or $82,401 at 6%; with 100% employer match about $92,702 at 4% or $61,801 at 6%.
201218$580,445$29,544$3,693iApproximate average salary by contribution assumption: employee only about $92,325 at 4% or $61,550 at 6%; with 50% employer match about $61,550 at 4% or $41,033 at 6%; with 100% employer match about $46,163 at 4% or $30,775 at 6%.
Newberry & Associates Ltd 401K Plan-8$580,445$29,544$3,693iApproximate average salary by contribution assumption: employee only about $92,325 at 4% or $61,550 at 6%; with 50% employer match about $61,550 at 4% or $41,033 at 6%; with 100% employer match about $46,163 at 4% or $30,775 at 6%.
201118$483,067$30,695$3,837iApproximate average salary by contribution assumption: employee only about $95,922 at 4% or $63,948 at 6%; with 50% employer match about $63,948 at 4% or $42,632 at 6%; with 100% employer match about $47,961 at 4% or $31,974 at 6%.
Newberry & Associates Ltd 401K Plan-8$483,067$30,695$3,837iApproximate average salary by contribution assumption: employee only about $95,922 at 4% or $63,948 at 6%; with 50% employer match about $63,948 at 4% or $42,632 at 6%; with 100% employer match about $47,961 at 4% or $31,974 at 6%.
201019$478,849$7,624$847iApproximate average salary by contribution assumption: employee only about $21,178 at 4% or $14,119 at 6%; with 50% employer match about $14,119 at 4% or $9,412 at 6%; with 100% employer match about $10,589 at 4% or $7,059 at 6%.
Newberry & Associates Ltd 401K Plan-9$478,849$7,624$847iApproximate average salary by contribution assumption: employee only about $21,178 at 4% or $14,119 at 6%; with 50% employer match about $14,119 at 4% or $9,412 at 6%; with 100% employer match about $10,589 at 4% or $7,059 at 6%.
200926$468,735$65,828$10,971iApproximate average salary by contribution assumption: employee only about $274,283 at 4% or $182,856 at 6%; with 50% employer match about $182,856 at 4% or $121,904 at 6%; with 100% employer match about $137,142 at 4% or $91,428 at 6%.
Newberry & Associates Ltd 401K Plan-6$468,735$65,828$10,971iApproximate average salary by contribution assumption: employee only about $274,283 at 4% or $182,856 at 6%; with 50% employer match about $182,856 at 4% or $121,904 at 6%; with 100% employer match about $137,142 at 4% or $91,428 at 6%.
Newberry & Associates Ltd 401K Plan-----
200710$0$0-
Newberry & Associates Ltd 401K Plan-0---
200614$0$0-
Newberry & Associates Ltd 401K Plan-4---
200517$0$0-
Newberry & Associates Ltd 401K Plan-7---
200417$458,902$58,330$8,333iApproximate average salary by contribution assumption: employee only about $208,321 at 4% or $138,881 at 6%; with 50% employer match about $138,881 at 4% or $92,587 at 6%; with 100% employer match about $104,161 at 4% or $69,440 at 6%.
Newberry & Associates Ltd 401K Plan-7$458,902$58,330$8,333iApproximate average salary by contribution assumption: employee only about $208,321 at 4% or $138,881 at 6%; with 50% employer match about $138,881 at 4% or $92,587 at 6%; with 100% employer match about $104,161 at 4% or $69,440 at 6%.
200315$0$0-
Newberry & Associates Ltd 401K Plan-5---
200218$0$0-
Newberry & Associates Ltd 401K Plan-8---
200118$0$0-
Newberry & Associates Ltd 401K Plan-8---
200017$0$0-
Newberry & Associates Ltd 401K Plan-7---